GAIA Real Estate is seeking an experienced Investor Relations Manager to support capital formation and fundraising across its real estate investment platforms. The role works closely with senior leadership on new fund initiatives, investor outreach, and capital raising efforts, helping expand the firm's investor base.
The ideal candidate has experience in real estate private capital, is comfortable engaging prospective investors, and can support fundraising processes and investor-facing materials.
Requirements:
• 5+ years of experience in investor relations, capital markets, or real estate
• Experience supporting capital raising and new fund initiatives
• Strong communication and organizational skills
• Bachelor's degree required
• Based in Miami, FL
$69k-123k yearly est. 5d ago
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Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 4d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
* Industry experience within business, commercial, or corporate banking segments.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
* Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
* Source and coordinate work from other internal workforces.
* Develop our next-generation Wholesale credit technology offerings.
* Become a trusted advisor for C-suite clients looking to solve critical business problems.
* Drive business development to originate new client opportunities.
* Build your reputation as an industry thought leader.
* Travel, as required, up to 80%.
Qualification
Here's What You Need:
* Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
* Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
* A Bachelor's degree
Bonus Points If You Have:
* Extensive transformation strategy or operating model design experience in commercial banking.
* Launched new product offerings in the banking industry.
* Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
* Advanced degree or financial industry certification.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Demonstrated experience developing and managing relationships with senior client executives.
* Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
* Structured problem-solving and ability to simplify complex initiatives to improve execution.
* Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS)
Professional Skills
* Proven ability to operate within a collaborative environment.
* Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
* High energy level, focus, and ability to work well in demanding client environments.
* Excellent communication (written and oral) and interpersonal skills.
* Strong leadership, problem-solving, and decision-making abilities.
* Unquestionable professional integrity, credibility, and character.
What's in it for you?
* You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
* At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
* Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
* You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture
Role Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York $87,400 to $293,800
New Jersey $100,500 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-293.8k yearly 3d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Miami, FL
Tax Manager - Public Accounting Firm (Confidential Search)
Work Style : Hybrid (flexible in-office schedule)
Compensation : $120,000 - $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long‑term client relationships, and consistent year‑over‑year growth. They take pride in offering a modern approach to work‑life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S‑corps, and closely‑held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid‑sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth‑oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
joey@solidrockrecruiting.com
(605) 601-4597
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$120k-175k yearly 3d ago
Finance Transformation Consulting Manager
Auxis 3.8
Portfolio manager job in Fort Lauderdale, FL
Auxis is looking for a strategic Finance Transformation Consulting Manager to join our F&A Outsourcing practice. You will partner with global clients to solve high-value operational challenges, redesigning finance processes and implementing cutting-edge digital technologies.
If you are a leader who thrives on driving organizational change and delivering tech-enabled financial excellence, we want to hear from you.
1. Job Summary
As a Consulting Manager, you will lead end-to-end finance transformation projects, from strategy and pre-sales to execution. You will act as a trusted advisor to senior executives, managing cross-functional teams to deliver high-quality business cases, shared services strategies, and digital roadmaps. This role requires a blend of subject matter expertise in F&A and the leadership presence to own client relationships and drive organic growth.
2. Responsibilities
Strategy & Advisory: Lead the development of finance transformation roadmaps, business cases, and shared services strategies aligned with industry best practices.
Team Leadership: Mentor and manage cross-functional teams, ensuring optimal resource allocation and a high-performance culture.
Project Execution: Own the end-to-end delivery of complex projects, proactively managing risks, budgets, and stakeholder expectations.
Operational Optimization: Guide clients through process optimization (P2P, O2C, R2R), technology adoption, and change management workshops.
Growth & Innovation: Identify cross-selling opportunities, contribute to practice methodologies, and stay at the forefront of emerging digital trends (AI, Automation, Analytics).
3. Skills and Experience
Must Haves:
Education: Bachelor's or Master's in Accounting, Finance, or Business.
Experience: 5+ years in Accounting/Controllership or Management Consulting, with at least 3 years leading finance transformation or GBS/Shared Services transitions.
Technical Expertise: Deep proficiency in P2P, O2C, and R2R cycles; hands-on experience with SAP or major ERPs (NetSuite, Dynamics 365).
Digital Savvy: Proven track record of solving F&A challenges using technology-driven solutions (Automation, AI, Data Analytics).
Leadership: Exceptional stakeholder management skills and a history of developing high-performing consulting teams.
Nice to Haves:
Bilingual (English/Spanish).
Experience implementing RPA, BI, or Workflow tools.
Relevant Certifications: CPA, PMP, Scrum Master, or Six Sigma.
$67k-94k yearly est. 2d ago
Senior Tax Manager: Global Tax Strategy & Compliance
Kemet Electronics Corporation 4.6
Portfolio manager job in Fort Lauderdale, FL
A global electronics company is seeking a strategic and detail-oriented Senior Tax Manager to oversee tax compliance and reporting. The ideal candidate will have strong knowledge of U.S. tax laws and a demonstrated ability to lead teams effectively. The role involves preparing complex tax returns, developing strategies to minimize liabilities, and managing a team. The company offers a collaborative work environment, comprehensive benefits, and growth opportunities.
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$67k-93k yearly est. 5d ago
Senior Manager, Wealth Tax - Trusts & Estates
Bpbcpa
Portfolio manager job in Fort Lauderdale, FL
A prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are essential. Benefit from a collaborative environment while expanding private client services.
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$64k-95k yearly est. 5d ago
Senior Tax Manager ASC 740 - Client Strategy Lead
ACM LLP 4.5
Portfolio manager job in Miami, FL
A leading tax service firm located in Miami is seeking a Senior Manager for Core Tax Services with expertise in ASC740. This role is pivotal in advising clients on tax implications while managing their compliance with regulatory requirements. The ideal candidate will have over eight years of experience in tax consulting and compliance, along with the ability to excel in client relationship management. A CPA certification is required, and the firm offers competitive remuneration alongside a supportive work environment.
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$65k-86k yearly est. 1d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global shipping and logistics company is seeking a Finance Control Senior Manager for the LATAM region. This role involves overseeing financial processes and ensuring compliance with internal controls. Responsibilities include monitoring cost-effectiveness and managing external audits. Candidates should have strong analytical and problem-solving skills, along with a postgraduate degree in finance and substantial experience in financial control and auditing. Fluency in English and Spanish is required, as well as proficiency in Microsoft Office. Expect a dynamic work environment focused on efficiency and team management.
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$70k-92k yearly est. 3d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Miami, FL
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
#J-18808-Ljbffr
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**ServiceNow Consulting Manager -** **Strategic PortfolioManagement (SPM)**
In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around.
**The opportunity**
You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.
In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements.
**Your key responsibilities**
As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs.
+ Lead workstream delivery and ensure effective management of processes and solutions.
+ Track deliverable completion and project status, ensuring alignment with performance objectives.
+ Actively participate in client working sessions, leading workstreams from planning through execution and closure.
**Skills and attributes for success**
Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project PortfolioManagement, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.
+ Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases
+ Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
+ Ability to build and foster client relationships and demonstrate the value of EY services
+ Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
+ Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation
+ Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
+ Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources
+ Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs
+ Ability to support pre-sales efforts including creating proposals and estimates
+ Ability to create high quality deliverables and project artifacts
**To qualify for the role, you must have**
+ A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
+ Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience
+ ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
+ ServiceNow Certified Implementation Specialist - Strategic PortfolioManagement
+ 5+ years of Big 4 or equivalent consulting experience
+ Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
+ Experience leading teams and supervising others
+ A driver's license valid in the U.S.
+ Ability to travel to meet client needs
**Ideally, you'll also have**
+ ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)
+ ServiceNow Certified Implementation Specialist - ITSM or Data Foundations
+ Performance analytics and reporting experience - certifications are a plus
+ Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower)
**What we look for**
We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$171.2k-297.2k yearly 42d ago
Portfolio Manager -Coral Gables, FL
Fintrust Connect
Portfolio manager job in Coral Gables, FL
PortfolioManager Coral Gables, FL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled PortfolioManager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity?
Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
Workplace: On-site in Coral Gables, FL
Function: Loan portfoliomanagement, credit analysis, and support of loan origination and renewal processes
Requirements:
10+ years of experience in commercial credit or portfoliomanagement
Bachelor's degree required; preferably in Finance, Accounting, or Economics
Proficiency in financial analysis, including global cash flow and credit risk evaluation
Experience preparing credit packages and pricing models
Familiarity with commercial lending structures, loan covenants, and underwriting standards
Description:
Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
Conduct financial spreads, narrative preparation, and loan pricing analyses
Complete credit presentations and coordinate loan closings and renewals
Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
Stay informed on industry trends and sector-specific risks
Ensure timely and accurate collection of financial documentation and compliance with internal policies
$65k-114k yearly est. 60d+ ago
Group Portfolio Manager - Middle Market/Mid-Corporate Commercial Banking Credit
Canadian Imperial Bank of Commerce 3.8
Portfolio manager job in Miami, FL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
As a Group PortfolioManager within Commercial Banking, you will play a pivotal role in monitoring client relationships, managing junior credit analysts, and leading the oversight of managing a credit portfolio.
How you'll succeed
* PortfolioManagement & Credit Oversight:
* Maintain and deepen partnerships across business functions to support client needs and business objectives, while maintaining high credit standards.
* Lead and participate in preparing deal reviews with Commercial Bankers, Market Managers, Regional Managers, and senior leadership.
* Guide deals through the credit approval process.
* Advise on credit actions related to the existing portfolio, including structuring, waivers, and modifications.
* Deal Execution & Guidance:
* Provide expert guidance on deal structuring through to approval and closing.
* Ensure all transactions align with CIBC's risk appetite and credit policies.
* Leverage external tools like CapitalIQ, FactSet, Moody's Risk Analyst and Excel along with CIBC"s proprietary tools, to model financial statements, generate credit ratings, and analyze the creditworthiness of a borrower.
* Process Improvement and Best Practices
* Identify opportunities to improve efficiency, accuracy, and quality in credit analysis and package preparation processes.
* Contribute to the development and implementation of credit policies, procedures, and training materials.
* Leadership and Team Development
* Experience mentoring, coaching, and supervising junior analysts or team members.
* Commitment to fostering a collaborative and high-performance team environment.
* Client and Internal Stakeholder Engagement
* Work closely with analysts, relationship managers, clients, and internal partners to gather relevant information and ensure timely delivery of credit submissions.
You will have the flexibility to manage your work activities within an in-office work arrangement where you'll spend 4 days per week on-site, and one day will be remote.
Who You Are
* Advanced Credit Underwriting Expertise
* 10 years experience proven ability to underwrite complex commercial credit transactions, including large public companies and sponsor-backed deals.
* Deep understanding of financial statement analysis, cash flow modeling, and risk assessment for a variety of industries and deal structures.
* Experience with Diverse Transaction Types
* Demonstrated experience structuring and analyzing credit for large corporates, mid-market companies, and transactions involving private equity sponsors or leveraged buyouts.
* Familiarity with syndicated loans, acquisition financing, and other sophisticated lending solutions.
* Analytical and Problem-Solving Skills
* Strong quantitative and qualitative analytical skills to identify key credit risks and opportunities.
* Ability to synthesize complex information and present clear, actionable recommendations.
* Leadership and Team Development
* Experience mentoring, coaching, and supervising junior analysts or team members.
* Commitment to fostering a collaborative and high-performance team environment.
* Communication and Presentation Skills
* Excellent written and verbal communication skills for preparing credit packages, presenting recommendations, and engaging with internal and external stakeholders.
* Ability to articulate complex credit issues and defend recommendations to credit committees or senior management.
* Regulatory and Compliance Knowledge
* Thorough understanding of regulatory requirements, internal policies, and risk management frameworks relevant to commercial credit.
* Commitment to maintaining documentation and processes that meet audit and compliance standards.
* Technical Proficiency
* Advanced proficiency in financial modeling, Excel, and credit analysis tools.
* Familiarity with credit scoring systems and portfoliomanagement software.
* Business Acumen and Market Awareness
* Keen awareness of market trends, industry developments, and macroeconomic factors affecting commercial banking and credit risk.
* Ability to anticipate potential impacts on client portfolios and recommend proactive strategies.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000.00 - $240,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
California residents - your privacy rights regarding your actual or prospective employment
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At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
* CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
* We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date
2025-09-30
Job Location
FL-Miami, 2811 Ponce De Leon Blvd, Ste 510
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Credit Negotiations, Decision Making, Ensure Compliance, Relationship Building, Risk Assessments, Risk Management and Mitigation, Underwriting
$62k-109k yearly est. Auto-Apply 23d ago
Portfolio Manager
Atto Trading Technologies
Portfolio manager job in Miami, FL
About Us
Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures.
We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together.
As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort.
Responsibilities
Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75%
Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure
Requirements
Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics)
Strategy with a proven track record of recent and consistent production performance
Deep understanding of strategies and research process
Self-driven
If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++.
Please include your strategy performance data and business plan, and some metrics.
Description of strategies (and/or research without any IP sensitive details).
Strategy history: idea, research, simulation, production.
Your current position and experience.
If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for?
Recommended metrics:
Capital requirements, leverage, and book size
ROC
Average Daily PNL
Max Drawdown
Sharpe
Holding Period
Potential Capacity
Benefits
Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC
Location-specific base and benefits
$65k-114k yearly est. Auto-Apply 60d+ ago
Credit Products Commercial Portfolio Manager
Regions Bank 4.1
Portfolio manager job in Fort Lauderdale, FL
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Credit Products Commercial PortfolioManager is a client-facing role that is responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The PortfolioManager partners closely with Regions' relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs.
Primary Responsibilities
Executes on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs
Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances
Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation and underwriting on a timely basis
Ensures all credit process metrics are within prescribed tolerances
Maintains accountability for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects
Reviews interim new money requests for relationships managed up to a defined limit
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in Finance, Accounting or a related field
Five (5) years of experience in commercial underwriting
Subject Matter Expert level understanding of accounting and finance, financial statement and cash flow analysis
Preferences
Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)
Skills and Competencies
Ability to work collaboratively with multiple stakeholders
Strong analytical and problem solving skills
Strong verbal and written communication skills
Well organized, detail-oriented, and ability to multi-task
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$113,686.65 USD
Median:
$136,216.50 USD
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsFort LauderdaleLocation:Fort Lauderdale, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$113.7k-136.2k yearly Auto-Apply 13d ago
Specialty Finance Portfolio Manager
City National Bank of Florida 4.1
Portfolio manager job in Miami, FL
About the Role
The Specialty Finance PortfolioManager safeguards credit quality and data integrity across a portfolio of Specialty Finance relationships; ensures timely risk grading; executes covenant testing and Annual Loan Reviews; delivers analysis that supports risk ratings; partners with RMs/Risk/Support; and maintains full regulatory and policy adherence.
What You'll Do
Responsible for the on-going monitoring of the Specialty Finance portfolio of relationships, including credit quality and data integrity.
Responsible for ensuring that loans in the Specialty Finance portfolio are appropriately risk graded and that risk grading changes are made in a timely manner.
Monitors client operating performance and financial condition and proactively identifies issues through covenant testing and Annual Loan Reviews.
Utilizes Moody's, Standard & Poor's, and other financial websites.
Sources reports from credit bureaus, rating agencies, and other financial websites.
Delivers financial, industry and economic analyses and other activities to support current risk rating.
Interfaces relationship managers, risk officers, and support staff to ensure the ongoing quality of credit files.
Regular interaction with clients to obtain financial information and discuss financial performance.
Responsible for adherence to credit policies, guidelines and applicable regulatory requirements.
Qualifications
What You Bring
5-10 years in credit/portfoliomanagement within Specialty Finance or commercial lending.
Working knowledge of rating agency criteria and bureaus.
Strong analysis/writing/presentation.
Proficiency in nCino, Salesforce/Elevate, and MS Office.
Education
Bachelor's degree in business, Finance, or Accounting, or equivalent related experience.
Special Instructions to Candidates
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
$83k-107k yearly est. Auto-Apply 13d ago
Senior Portfolio Manager
Cypress Bank & Trust 3.6
Portfolio manager job in Palm Beach, FL
Summary: Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client's holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients. We are looking for an Investment Officer/PortfolioManager who is responsible for collaborating with the Administrative Officer and support personnel in a team approach to client service; researching and analyzing economic, market, industry and company trends; following and making recommendations on risk/reward parameters for assigned stocks; implementing and monitoring investment strategy to meet objectives of personally assigned investment management and fiduciary accounts; working closely with clients to determine, document and execute their investment objectives; leading and assisting with business development and retention. We are looking Duties and Responsibilities:
Assumes lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch team service to clients. Client asset management, including development, monitoring, and maintenance of investor profile, asset allocation and investment portfolios, including trading documentation, and client files.
Participate in providing superior client service through periodic client meetings, communications, responsiveness, and accuracy of information being supplied to the client including performance reviews, confirm objectives and document any changes to their investment objectives.
Initiates and participates in business development activities including meeting with current/prospective clients to present proposals and deliver the investment offering. Attend company sponsor events and being a company representative at other outside events.
Completes Reg-9 investment reviews and participates in the preparation of administrative reviews.
Actively serves as voting member of the Investment Committee. Researches and analyzes economic, market, industry and company trends.
Complies with Company policies and procedures as well as SEC and State of Florida rules and regulations.
General understanding of the various fiduciary account characteristics.
Participates on various committees as assigned.
Performs other related duties as assigned by management.
Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.
Adheres to Bank's policies and procedures and all Federal and State laws and regulations.
Must-haves:
College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.
Active book/prospects
Certificates, licenses and registrations required:
Series 65 required but, can be obtained after employment.
Chartered Financial Analyst, Certified Financial Planner, MBA a plus.
Proficient in Microsoft Office Suite
Computer skills required: Trust and Custodian Accounting Software. Continued technology education to improve I.Q.
Would be great to have:
Exposure to: Investors View, Advantage, SharePoint, Microsoft Teams, SCI,and Weblink.
Why Work Here?
Financially strong and growing company
Personal growth potential
Great company culture
Generous PTO schedule in addition to bank holidays
Benefits:
Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
Dental
Vision
Life Insurance (company paid)
Additional voluntary Life Insurance
Short Term Disability
Long Term Disability
Metlaw
Lifelock
Employee Assistance Program
401K
$138k-218k yearly est. 60d+ ago
Manager, Investment Operations
H.I.G. Capital Management 4.8
Portfolio manager job in Miami, FL
H.I.G. Capital is a leading global private equity investment firm with $70 billion of assets under management with a focus on the mid cap segment of the market. The H.I.G. family of funds includes private equity, growth equity, real estate, direct lending, special situation credit, and growth-stage healthcare. We focus on providing capital to businesses with attractive growth potential and align ourselves with committed management teams and entrepreneurs to help grow businesses of significant value. Our team of over 500 investment professionals has substantial operating, consulting, technology, and financial management experience, enabling us to contribute meaningfully to our portfolio companies. H.I.G. is based in Miami, with offices in Atlanta, Boston, Chicago, Los Angeles, New York, and San Francisco, and affiliate offices in Hamburg, London, Luxembourg, Madrid, Milan, and Paris in Europe as well as Bogotá, Rio de Janeiro, and São Paulo in Latin America, Dubai in the Middle East, and Hong Kong in Asia.
Role Overview
Investment Operations is a middle-office function overseeing critical operational processes across the investment lifecycle and platforms (Private Equity and, where applicable, adjacent strategies such as Credit, Real Estate, and growth vehicles). The position is designed to reduce risks through standardized procedures and improve cross-functional collaboration allowing H.I.G. to scale operations.The Manager role will report to the Head of Investment Operations and will work closely with senior firm leadership (Fund Heads, CFOs, Legal & Compliance, Tax, Investor Relations, and Technology). The role will be accountable for designing and executing a scalable, controlled, and data-driven operating model that supports deal execution, fund operations, reporting, and investor/fiduciary obligations globally.
Role Responsibilities:
Deal Funding and Deal Realizations / Exits
Lead the end-to-end operations process for deal fundings and realizations/exits, coordinating closely with Deal Teams, Fund Heads, CFG, Legal, Compliance, Finance, and Tax to ensure timely, accurate execution
Continuously refine and standardize deal closing and realization workflows, identifying gaps and implementing enhancements in partnership with Deal and Finance teams.
Own the weekly deal flow forecast (fundings and realizations/exits), ensuring clear communication of upcoming activity and dependencies across stakeholders.
Monitor key deal milestones and approval steps, proactively resolving bottlenecks and escalating issues to senior leadership as needed.
Portfolio Company Data Quality and Governance
Own data integrity for Deal Team workflows, ensuring investment and portfolio data is complete, accurate, and aligned with firm standards.
Train Deal Teams on data concepts, definitions, and best practices to promote consistent, high-quality data capture across systems.
Actively participate in data management and standardization forums, representing Deal Team needs and proposing practical improvements.
Identify and recommend new data fields and structures that enhance investment, portfolio, and fund-level reporting and analytics.
Reporting
Support and help coordinate workflow processes for quarterly ILPA, attribution, and LP reporting deliverables, ensuring deadlines are met with high-quality outputs.
Manage ad hoc and recurring reporting requests from senior leadership and LPs, driving timely, accurate responses and clear documentation.
Partner with Deal Teams, IT, and Reporting/Operations to enhance reporting tools and dashboards, improving usability, consistency, and insight generation.
Support the quarterly valuation process by coordinating inputs across Deal Teams, Finance, and Auditors and ensuring adherence to valuation policies.
Coordinate Deal Team deliverables for annual and ad hoc regulatory and compliance filings (e.g., SEC Form PF, BEA data collections), maintaining strong controls around data and sign-offs.
Fundraising and Investor Relations
Act as the primary Investment Operations contact for fundraising-related data and deliverables across new funds, managed accounts, and co-investment vehicles.
Coordinate responses to complex and non-standard LP information requests related to deal fundings, realizations/exits, and deal-level reporting, aligning inputs from CFG, Investor Relations, Legal & Compliance, and Finance.
Help anticipate and operationalize emerging LP data and reporting requirements, ensuring Investment Operations processes can support new asks at scale.
Process & Systems Enhancement
Assess existing operational procedures across deal execution, data, and reporting; develop and present actionable process-improvement recommendations to leadership.
Serve as the day-to-day owner and “power user” for Dynamo and Atlas on behalf of the Deal Teams, shaping requirements, prioritizing enhancements, and championing best practices.
Coordinate user testing, rollout, and training for system upgrades and new features, driving adoption and consistent usage across the platform.
Track and report on key operational and system KPIs (e.g., data quality metrics, cycle times, error rates) to inform continuous improvement initiatives.
Requirements & Qualifications
The ideal candidates will have 10+ years of experience, with 6+ in private equity.
Bachelor of Science in Accounting or Finance is required. CPA a plus.
Knowledge of PE deal structures, and familiarity with private equity reporting (standard financials, portfolio updates, ILPA, etc.). Complete other ad-hoc projects as required.
Understanding of private equity valuations.
Familiarity with portfolio data management systems and experience with developing workflow processes.
Highly independent, self-starter professional that can build and lead a team.
Takes full ownership and accountability of work product and leads by example in areas of attitude, attention to detail, urgency, cross-collaboration, process improvement, and quality of work.
Strong planning and organizational skills. Effective communicator and collaborator. Strong Excel skills (e.g., advanced formulas and functions).
Compensation range - $225k - $275k
About Monster Energy: Forget about blending in. That's not our style. We're the risk takers, the trailblazers, the game-changers. We're not perfect and we don't pretend to be. We're raw, unfiltered, and a bit unconventional. Our drive is just like our athletes, unrivaled. The power is in your hands to define what success looks like and where you want to take your career. It's not just about what we do, but about who we become on along the way. We are much more than a brand here. We are a way of life, a mindset. Join us.
A Day in the Life:
In the dynamic role of Sr ManagerPortfolio Planning & Analytics at Monster Energy, you'll be at the forefront of our innovation drive! You'll channel your expertise in research and historical analysis to set the bar high for our new product launches. By crafting killer "like" SKU benchmarks, you'll ensure our innovations roar onto the scene with impact. You'll lead the charge in developing initial forecasts, diving into post-mortem analytics, and orchestrating lifecycle planning to fuel our business growth. Plus, you'll be a catalyst for change, spearheading the transition of innovation forecasting to Salesforce, ensuring a seamless and powerful transformation. Unleash your potential and be part of the energy that powers Monster's legendary growth!
The Impact You'll Make:
* Establish new product performance expectations using proxy SKU benchmarks. Analyze historical data, research, and market assumptions to set realistic performance targets for innovation, ensuring alignment with business growth goals.
* Develop initial innovation forecasts in partnership with Commercial/RGM. Build robust volume forecasts to support commercialization planning, while aiding in the transition of forecasting responsibilities to Salesforce for the long-term process optimization.
* Conduct post-launch performance reviews and diagnostics. Evaluate in-market performance of new products to generate actionable insights that inform future innovation and commercialization strategies. Consistently feed actionable insights and business intelligence to the team to inform decision making and optimize portfolio and commercialization strategies.
* Deliver recurring dashboards and business intelligence. Provide timely, data-driven insights to support decision making and optimize portfolio and commercialization strategies.
* Maintain and update innovation trackers with in-market performance data. Ensure accurate and current tracking of innovation performance to support visibility and accountability across teams.
* Support Portfolio Strategy and ad hoc projects. Provide analytical expertise to strategic initiatives and special projects, enhancing the team's ability to make informed decisions.
Who You Are:
* Prefer a Bachelor's Degree in the field of Finance, Business, Economics, or related field of study.
* Between 3-5 years of experience in Consumer Packaged Goods (CPG), beverage industry
* More than 5 years of experience in managing very large project portfolios with a breadth of projects
* Computer Skills Desired: Proficient in Microsoft Excel (including advanced functions), PowerPoint, Word, and Outlook.
Skilled in leveraging syndicated data sources such as Nielsen and internal tools like VIP and SAP to extract, analyze, and synthesize large datasets.
* Experience with data visualization and analytics tools is a plus (e.g., Power BI).
* Additional Knowledge or Skills to be Successful in this role: Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
Monster Energy provides a competitive total compensation; this position has an annual estimated salary of $122,100 - $185,000. The actual pay may vary depending on your skills, qualifications, experience, and work location.
$122.1k-185k yearly 58d ago
SBA Portfolio Manager Team Lead
Banesco 4.2
Portfolio manager job in Miami, FL
Job Title SBA PortfolioManager Team Lead Banesco USA is seeking an SBA PortfolioManager Team Lead for our SBA PortfolioManagers business unit. * Develop and maintain comprehensive credit policies and procedures aligned with the bank's risk appetite and regulatory requirements, specifically for SBA programs.
* Assist in the updating of credit policy and procedures related to SBA by drafting proposed changes, seeking consensus, and ultimately communicating any approved changes.
* Exercise prudent credit judgment through individual loan authority as approved by the Board of Directors.
* Monitor credit risk limits, concentration risk, and early warning indicators within the SBA portfolio.
* Evaluate, approve, or decline policy exceptions and modifications to existing loans, within individual loan authority.
* Monitor existing lending relationships assigned to the portfolio and complete annual, semi-annual, or quarterly reviews in a timely manner.
* Maintain oversight of all ongoing monitoring requirements including, but not limited to, payment status, insurance, and timely payment of real estate taxes within the bank's loan portfolio.
* Validate and analyze reports such as Third-Party Site Visits, Financial Statements, Borrowing Base Certificates, Appraisals, etc., to verify compliance.
* Through ongoing portfoliomanagement, detect early warning signs of deteriorating credit trends and recommend risk rating changes where applicable.
* Act as a liaison between the customer and other departments of the bank to ensure the deferments and/or modifications are processed in an efficient and timely manner.
* Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable.
Job Requirements
* Education: Bachelor's degree in business, related field, or another acceptable alternative field required. MBA or advanced degree is preferred.
* Experience: Ten (10) years of progressive risk management experience in a diverse lending setting is required, with at least five (5) years in a senior leadership role of supervisory authority.
* Extensive knowledge of credit analysis, underwriting, and portfoliomanagement.
* Proven track record of successfully managing credit risk in a banking environment.
* Experience in building/expanding national SBA 7a and Express loan programs, teams, and policies and designing/leading the execution of large-scale loan forgiveness processes (e.g., PPP) is highly desirable.
* Strong analytical and problem-solving skills.
* Effective ability to lead and motivate a team.
* Advanced knowledge in financial software such as but not limited to nCino and Moody's.
* Advanced knowledge of structuring and underwriting commercial credits, including specialized lending.
* Strong client-centric skills, ensuring satisfaction of both internal and external customers.
* Strong understanding of banking regulations and risk management frameworks.
Benefits
* Competitive base salary.
* Paid time off.
* Hybrid schedule.
* 401k with employer match.
* Tuition reimbursement.
* Paid parental leave.
* Free parking.
* Medical, Dental, Vision.
* Life Insurance.
* Supplemental Insurances.
* Short-Term & Long-Term Disability Benefits.
About Us
Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today's world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.
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How much does a portfolio manager earn in Sunrise, FL?
The average portfolio manager in Sunrise, FL earns between $51,000 and $149,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Sunrise, FL
$87,000
What are the biggest employers of Portfolio Managers in Sunrise, FL?
The biggest employers of Portfolio Managers in Sunrise, FL are: